ALERT: EBI West 2018 Lineup Released!

I’m very excited to make the first announcement about our June conference in California. The EBI West event is doing a bit of a pivot in terms of content thanks to overwhelming input from the institutions and advisors who’ve asked for more practice management and organizational content.

We’re going to be packed with investment insights and portfolio construction sessions, as usual – with an added emphasis on the business of running an investment business. The new tagline, Smarter Investing, Smarter Business is geared toward professionals who not only want to keep up with the latest trends in markets and products, but also with the changing environment for growing and scaling a firm.

It’s going to be amazing, just like last year’s sold-out event. I want to see you there!

This June 24-26, EBI 2018 returns to the West Coast at the fabulous Monarch Beach Resort in Dana Point, California. The event will once again bring together institutional investors, financial advisors, asset managers, index providers, ETF issuers, technology experts and industry thought leaders looking to improve their investment decision-making process.

The idea of investing in an evidence-based way is sweeping the nation now, as strategies based on data take precedence over the old intuition-based methods of the prior generation. The trend increasingly appears to be a secular, rather than a cyclical one, as organizations and institutions rethink all aspects of their processes and philosophies. By incorporating more reason and less guesswork, money managers and investment advisors are able to paint a more realistic picture of future outcomes and potential challenges to their investors.

At EBI 2018, you’ll hear from some of the investment industry’s leading practitioners and thinkers about where the industry is, and where we’re headed. Every professional who attends should be able to go home with innovative ideas and new ways to tackle old problems.

Now go talk about it.

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[…] I’m very excited to make the first announcement about our June conference in California. The EBI West event is doing a bit of a pivot in terms of content thanks to overwhelming input from the institutions and advisors who’ve asked for more practice management and organizational content. We’re going to be packed with investment insights and portfolio construction sessions, as usual – with an added … Source: http://thereformedbroker.com/2018/03/21/alert-ebi-west-2018-lineup-released/ […]